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JPMorgan Ultra-Short Income ETF
JPST

Overview Fund Activity

965 hedge funds and large institutions have $19.6B invested in JPMorgan Ultra-Short Income ETF in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 316 increasing their positions, 473 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
14.15%
Holding in Top 10
158
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.66%
% of All Funds
2.32%
New
103
Increased
316
Reduced
473
Closed
87
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.78B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$862M
3
Jane Street
Jane Street
New York
+$270M
4
Charles Schwab
Charles Schwab
California
+$155M
5
Goldman Sachs
Goldman Sachs
New York
+$93.6M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$389M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$61.3M
4
Osaic Holdings
Osaic Holdings
Arizona
-$56.5M
5
SW
SVB Wealth
Massachusetts
-$54.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
401
Centennial Wealth Advisory
Michigan
$3.19M -$80.7K -1,607 -2%
GAM
402
Gotham Asset Management
New York
$3.17M -$3.19M -63,510 -50%
TFO
403
Tarbox Family Office
California
$3.1M -$3.81M -75,881 -55%
OC
404
Oppenheimer & Co
New York
$3.08M -$72.3K -1,440 -2%
BNP Paribas Financial Markets
405
BNP Paribas Financial Markets
France
$3.07M -$3.29M -65,574 -52%
BAM
406
BOS Asset Management
Illinois
$3.05M -$30.3K -604 -1%
WWS
407
Wellington Wealth Strategies
Indiana
$3.04M +$3.04M +60,424 New
SWM
408
Silverlake Wealth Management
Vermont
$3.03M -$893K -17,783 -23%
FGAM
409
Financial Gravity Asset Management
Texas
$3.03M +$41K +1,929 +1%
FWM
410
Fortress Wealth Management
California
$3M -$11.6M -231,459 -80%
ICM
411
IMS Capital Management
Oregon
$2.96M -$198K -3,947 -6%
RCM
412
Ridgepath Capital Management
Tennessee
$2.96M +$2.96M +58,865 New
OPA
413
Old Port Advisors
Maine
$2.95M -$35.7K -711 -1%
KA
414
Klingman & Associates
New York
$2.94M -$683K -13,599 -19%
GL
415
Graypoint LLC
New York
$2.89M +$563K +11,208 +24%
WWP
416
WR Wealth Planners
Missouri
$2.88M -$464K -9,246 -14%
CL
417
Choreo LLC
Illinois
$2.85M +$28.5K +565 +1%
GSEP
418
Golden State Equity Partners
California
$2.85M -$404K -8,042 -12%
FA
419
Fermata Advisors
California
$2.84M +$320K +6,364 +13%
GGS
420
Galvin Gaustad & Stein
Arizona
$2.8M -$1.05M -20,861 -27%
HA
421
Herold Advisors
New York
$2.77M +$291K +5,794 +12%
SFA
422
Sequoia Financial Advisors
Ohio
$2.76M -$783K -15,591 -22%
SWM
423
Sanctuary Wealth Management
Idaho
$2.72M +$1.51M +30,083 +125%
HGERS
424
Householder Group Estate & Retirement Specialist
Arizona
$2.71M +$245K +4,872 +10%
NCM
425
Novare Capital Management
North Carolina
$2.7M +$95.6K +1,904 +4%
15 16
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